Client Service Associate-bluffton, Sc

Chartwell Investment Partners

Bluffton, SC, US
Base salary components included; + compensation ma...
Not specified
High school diploma required
1 year securities industry experience preferred
Client relationship management software proficiency
Chartwell Investment Partners is seeking a Client Service Associate to support Financial Advisors and provide exceptional service to clients. The ideal candidate should possess effective communication skills, organizational abilities, and a strong customer service orientation in a fast-paced environment

Job Summary

  • This role provides high-quality administrative support to Financial Advisors and their clients within a dynamic team environment.
  • The position involves processing client financial transactions, opening new accounts, and ensuring accurate documentation for firm compliance.
  • Employees are eligible for a comprehensive benefits package including medical, dental, vision, life insurance, and retirement savings.

Matching Summary

Match Score: 85

Chartwell Investment Partners is seeking a Client Service Associate to support Financial Advisors and provide exceptional service to clients. The ideal candidate should possess effective communication skills, organizational abilities, and a strong customer service orientation in a fast-paced environment.

Salary

Base salary components included; additional compensation may include bonuses or commissions; benefits package available

Skills & Requirements

Must-have

  • High School Diploma required
  • 1 year securities industry experience preferred
  • Client Relationship Management software proficiency
  • Microsoft Excel spreadsheet skills
  • Strong written and verbal communication

Nice-to-have

  • Creative problem solving abilities
  • Experience with marketing event support
  • Ability to work in fast-paced environment
  • Proactive follow-up on submitted items

Key Requirements

  • High School Diploma or equivalent
  • Securities Industry Essentials Exam (SIE) certification
  • One year of securities industry work experience preferred

Work Rights

Not specified

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